Mariner Wealth Advisors (NYC)’s JPMorgan Chase JPM Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$128K	Buy	+2,116	New	+$125K	0.06%	89

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s JPM Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in JPMorgan Chase (JPM) in Q1 2015: 2,116 shares worth $128K. The stake represents 0.06% of the portfolio and ranks #89 among its holdings.

1,805 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

Mariner Wealth Advisors (NYC) held 2,116 shares of JPMorgan Chase worth $128K as of Q1 2015.
JPMorgan Chase was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
JPMorgan Chase made up 0.06% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #89 holding.
1,805 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.